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중국 2030년까지 AI데이터센터 5배 더 짓는다 한국 증시 수혜 종목 분석 — Transcript

by 소투 · 2,274 words · 410 segments · language en · Watch on YouTube

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0:01Hello. I am a small-cap investor.
0:04Today is Sunday. On this Sunday morning
0:07, my interest
0:10is on Telegram. With 15,000 followers,
0:14the channel is doing well. Someone
0:16shared this, so I took a look, and
0:19yesterday news came out that South Korea
0:22is racing to build AI data centers.
0:25I checked the content, and it said they
0:28would increase capacity by a massive
0:30fivefold. So, I decided to make a video
0:33about it. I saw in the comments that the
0:37microphone sound wasn't very clear.
0:40So, I bought a new microphone this time
0:43. It's like a condenser mic,
0:47so I hope the sound quality improves,
0:49and I apologize for any inconvenience
0:52caused.
0:54Let's briefly go over the news and
0:58comments. Here is the news.
1:02It seems it aired on the TBS 9 o'clock
1:04news. The 9 o'clock news reports an
1:06aggressive expansion of infrastructure.
1:08It mentions "abundant electricity."
1:11This is all solar power. It's incredibly
1:14convenient since China has a lot of land
1:17. They have a lot of land, especially in
1:19the west, and the rivers.
1:21They are installing solar panels there,
1:24and the same goes for wind power in the
1:27west.
1:28Both the front and back of these solar
1:31panels require PET films.
1:34Films are used in all of them, so the
1:37current expectation is
1:42not just for GCL, a famous Korean solar
1:44company, but various solar companies.
1:49CSI, a Nasdaq-listed company with large
1:52factories, is also involved. They are
1:55also making solar panels
1:58directly.
2:02So, they say they are expanding AI
2:04infrastructure.
2:06Inside these data centers, on every wall
2:11and floor, there are films, specifically
2:15heat dissipation films, and there are
2:19chips, and high-end chips.
2:23They naturally require heat dissipation
2:25.
2:31The same applies to MLCCs.
2:36For CC film, you attach and detach it.
2:43But in the manufacturing process,
2:48currently, S Electric's costs
2:52if it passes the test, my expectations
2:57if it doesn't...
3:03They are currently testing it, and even
3:06if it's lacking, they might pass the
3:08call test.
3:10If they do, why would it be a positive
3:12factor?
3:15Because in the CCC, S Electric is the
3:18top...
3:22When going to sell MLCCs to companies
3:24like those in China or Japan, they say
3:26they check if the product is used in S
3:28Electric.
3:30It hasn't entered yet, but until...
3:35Until...
3:49Renewable energy like solar or ESS is
3:54the same.
3:57The secondary battery sector.
4:00The good thing about China is its
4:02balanced development strategy. The
4:05conclusion for the inland regions is...
4:09Looking at the US, for example, Texas,
4:12there are existing industrial and
4:15residential complexes,
4:20and they were built right next to them.
4:25First of all, the noise, the noise is
4:27severe.
4:31Electricity rates rise.
4:33Costs rise.
4:36It's not just that; it's serious, and
4:39housing prices are falling.
4:45Not only that, but invisible
4:47electromagnetic waves,
4:50waves, carbon emissions, emissions.
4:54The heat also goes up.
4:57But more importantly, since China lacks
5:00power, they say they are installing
5:03these small, makeshift gas turbines.
5:06The noise is no joke; data centers by
5:09themselves aren't very loud. But the
5:12sound of the turbines running is so loud
5:15that it's becoming a major issue.
5:21Since it's that region, there aren't
5:22many people. But it has to be built.
5:24It has to be built for power generation
5:26.
5:28In the case of the US, they should have
5:31planned it from the start to be built in
5:33deserts or inland areas.
5:36But because they built them in places
5:38like Texas where people live, it's hard
5:40to manage now, similar to these areas in
5:42Korea. Mostly here, this...
5:46Yes, it's the Inner Mongolia region.
5:47Even here...
5:50Since it's a developed region, it's
5:51impossible for there to be none at all.
5:54These are the two most developed areas
5:56around Guangzhou; this is Jiangsu
5:58Province and this is Guangdong, and
6:00their GDP is number one here.
6:03This one is first and this is second,
6:04but they are similar.
6:06They've almost caught up now, since
6:08Jiangsu is so big.
6:12In very developed regions, it's slightly
6:16lower.
6:20In a way, there's no justification to
6:22oppose it here. The citizens can't
6:24oppose it, and since it's a communist
6:25system, they wouldn't be able to anyway
6:27. It seems it will move forward at a
6:30good speed.
6:34AI data centers, that's what it is. It's
6:37right here.
6:44Since it's a positive region, there
6:45would be no reason for them to oppose
6:47this.
6:48There's no reason, no power to oppose it
6:50, and that seems to be the situation.
6:52As you can see, the AI data center
6:55capacity is set to increase fivefold,
6:58and the statement says by 2030, which is
7:02basically ten years from now, meaning
7:05they'll increase it five times over.
7:10Currently, the factories...
7:15The factories...
7:20Increasing fivefold by 2030.
7:24There are many cars, and if you look at
7:26an AI data center, you see buildings
7:29like this.
7:32Construction notes are similar, and
7:35naturally, the notes...
7:39Everything goes in there, but it's not
7:41just about what goes in.
7:45We have to deal with electromagnetic
7:46waves and block the towers.
7:48This board goes in, and the GPU goes in
7:52, and that's why we're worried about
7:55this.
7:56I was worried if five factories would
7:58generate enough revenue.
8:01Looking at it, I have the same thought.
8:05If you look closely at the loans.
8:09This is the situation in the US. In the
8:11US, the citizens are pushing back; I
8:16heard that 41 states are currently
8:20opposing it. It's a situation where
8:22there is opposition in every region.
8:25What's a shame is that it would have
8:27been better if they had built them in
8:29desert areas or places with fewer people
8:31from the start.
8:34It seems they built them in places like
8:36Texas where many people live to save on
8:39costs because there were no roads or
8:41infrastructure there, and because there
8:43were no proper regulations, they didn't
8:46even disclose information and just built
8:48them.
8:50Initially, the public didn't strongly
8:53oppose companies like Amazon coming in,
8:56for example. But after it was built, the
9:00noise was unbearable and property values
9:03plummeted.
9:06They are currently voicing their
9:06grievances.
9:09The US government and those companies
9:12...
9:15It feels like they might have rushed the
9:17administration.
9:22If they had vast land like China, they
9:24could go to unpopulated areas.
9:29Europe is the same. Even in Europe, they
9:31are...
9:33They are building them, but there are
9:35protests; Europe is facing huge backlash
9:37right now.
9:40This is a comment from that news video.
9:44"I thought there would be a lot of China
9:46here, but surprisingly, about 70%will be
9:48China."
9:49That kind of...
9:51They selected it. In that, in that...
9:58There isn't any. Regulations are, in
9:59fact...
10:02China doesn't really have regulations,
10:04so maybe that's why they plan more
10:06systematically, avoiding data center
10:08backlash.
10:10For example, in China's case, they would
10:12have places like Xinjiang.
10:15Because there's a goal for balanced
10:16development, the situation is better.
10:20They are treating it as a matter of
10:21national survival and investing in
10:22infrastructure.
10:26This isn't an excuse; I think they
10:28learned from the mistakes of the US.
10:31They made plans and built them to
10:33protect people from the impact.
10:38Unlike here, they are building in inland
10:41areas where there are fewer power plants
10:45; it's true.
10:47People in the semiconductor industry
10:50know how much demand there is;
10:52semiconductor demand is huge.
10:58None. Something like this.
11:01AI.
11:04That kind of perspective; actually, I
11:08think so too, it's inevitable.
11:11They may have defined frontier models
11:14separately, but...
11:17If you aim for 90%performance, you could
11:21call it that. Is...
11:25Now, looking at it globally, the US...
11:30Probably not to that extent, but...
11:33In the future, it might become similar
11:35or surpass it.
11:38Europe and the US have too much...
11:42Dictatorship is bound to be advantageous
11:43. In the auto industry, for instance, in
11:45autonomous driving...
11:49They are doing it, right?
11:51There are errors that can cause
11:52accidents. Korea keeps rejecting this
11:56due to accidents, which is a bit
12:00regrettable, and whether it's right to
12:05let Hyundai Motor do it or not...
12:11It's a field that needs development.
12:16Yes. So, now...
12:20I saw this kind of comment, this kind of
12:22viewpoint.
12:23Even the US Democratic Party cannot
12:27compete with the data center...While
12:31this is true, these people prioritize
12:35seizing power over the competition with
12:40China. In a democracy, they don't even
12:42think about the bigger picture. For
12:44example, with China...
12:47If they can get elected...
12:50Even if it means failing, they are the
12:52type of people who would do it if it
12:53meant seizing power. Korea is the same.
13:01Some...China...
13:05Whether they do well or the US does well
13:06, as long as we do well...
13:13Open weights, that is now...the same
13:14thing.
13:15In fact, China's open-weight models,
13:19like DeepSeek, are about ten times more
13:22cost-effective. Due to security issues,
13:26in about two or three years,
13:31TV users will use local AI instead,
13:35which is why the current status might
13:40change.
13:44That's why East Asia has such
13:45well-developed power infrastructure.
13:49Isn't it because the US doesn't have
13:51infrastructure like this?
13:52What surprised me was that I recently
13:55visited the Yisu industrial complex in
13:59China, where they carve out mountains to
14:02build these industrial zones.
14:06They are building a GRT factory at the
14:09top of a mountain, yet the power grid is
14:13already fully equipped.
14:15If you watch the video, there's a scene
14:19where I'm shocked by the power grid;
14:23it’s in a remote rural area, in an
14:26industrial park carved out of a mountain
14:30, and I was amazed at how well-developed
14:34the power grid was.
14:46I think that power grid will work out.
14:50It’s an AI-driven battle.
14:55This is content I left on Telegram.
14:57By 2030, it could grow fivefold.
15:04With five factories, sales are bound to
15:08increase. Not only that, there are
15:10semiconductors and many other things.
15:15There are robots, too.
15:18There are cars as well.
15:21With batteries and such a great
15:24portfolio, it’s hard to imagine a sharp
15:28drop in sales; they went public in 2016
15:31, so it's been about 10 years.
15:36Sales have never dropped, except for one
15:38time. When was it? It dipped briefly
15:40during COVID. But they still managed to
15:43maintain profits. They didn't record a
15:45loss. Even during the COVID period, it
15:47dipped briefly and then went back up.
15:49Even if something bigger than COVID
15:52happens, for example, a local war
15:54between the US and China over Taiwan
15:56issues, I don't think GRT's sales would
15:59be affected.
16:01Since they do a lot of things like war,
16:05wouldn't it be quite solid? That would
16:09be a local war.
16:10If a full-scale war breaks out, where
16:12the US conducts land operations in China
16:14, then obviously that would be a
16:16different story.
16:17Even if that happens, I...
16:22Data ceiling is high.
16:25Yes.
16:30The important thing is that the
16:33specialized film is the first in China
16:36to be produced under a patent, which is
16:39what I talked about regarding the new
16:42factory.
16:45In fact, employees said those factories
16:47would have very good operating profit
16:49margins.
16:50They said it would be at least 5
16:50percentage points better. They are
16:51saying this. Of course, the factory
16:53won't improve, but automation...
16:57Even the YouTube comments are now...
17:01The atmosphere has changed so much in
17:03just one year that it's surprising.
17:05When it first came to Korea, people were
17:08mocking it heavily.
17:10It is changing quickly.
17:12The price-to-performance ratio is
17:15undeniable, even if cars are different.
17:22It seems the perception of Korea is
17:25changing.
17:26The way the U.S. is blocking China is a
17:28massive issue right now, isn't it?
17:30That's right.
17:33A lot of stocks, thousands of them, have
17:34plummeted. With the crash in Mexico and
17:37elsewhere, China is now building five
17:39times as much. Since that news is out,
17:43it’s bound to be compared.
17:46The AI infrastructure in the U.S. and
17:49Korea has surged dozens of times over.
17:52Oh, so they’re blocking this now.
17:54With China building five times more,
17:56shouldn't we invest in China? Don't you
17:58think that kind of thought comes to mind
18:00?
18:02Where will the excitement and
18:04anticipation shift toward? I believe it
18:06will shift toward Chinese AI
18:07infrastructure.
18:10I think there will be no other choice
18:12but for China to be the biggest
18:13beneficiary.
18:16So, there are things related to China's
18:19AI infrastructure, and
18:22NK Electronics as well.
18:27It's a company with a broad
18:29semiconductor portfolio; it supplies to
18:32Korean firms, but it also supplies to
18:36Chinese semiconductor firms.
18:43AC and Jangjeon, and here—
18:47I noticed this electronics company
18:48supplies to everyone globally. It’s the
18:51same for them; this electronics company
18:55is also in infrastructure, and the same
18:59goes for others, as they are fully
19:02stocked.
19:04As for the rest, like Guseong
19:06Engineering, Korean parts and equipment
19:09suppliers also supply to companies like
19:13CXMT.
19:15They could be leading stocks, but
19:17they’ve surged so much that I'm cautious
19:21.
19:22For GRT, the valuation hasn't spiked, so
19:26as for the top AI infrastructure stock,
19:30naturally—
19:33Their exposure is almost entirely to
19:34China.
19:36If so, the growth potential must be high
19:38. Their revenue and operating profit are
19:41overwhelming.
19:43With all their products in data centers
19:45, couldn't they become the leading stock
19:48?
19:50If money flows in little by little and
19:53the stock price rises, we call it the
19:55principle of trend following.
19:58With breakout trading, that kind of
20:01capital comes in, so it might
20:04consolidate, pull back, and then rise.
20:09That is what I am hoping for.
20:14I made this video in a bit of a rush
20:16over the weekend.
20:19Moving forward, I'll change my
20:20microphone and improve the video quality
20:22.
20:24Have a good time. Please leave a like
20:26and a comment.

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